Articles
ADDITIONAL CONTENT
Rethinking When to Claim Social Security
A Balanced Approach As physicians approach retirement and contemplate a stage of life when they…
Volatility Returns, but the Bigger Picture Remains Intact
The rally in risk assets stalled in November. Equity markets experienced their largest drawdown since…
Emergency Funds
RANKING THE BEST SOURCES & UNDERSTANDING THEIR ROLE IN FINANCIAL PLANNING An emergency fund is…
How to Choose an Investment Advisor? Three Mistakes to Avoid
Over the last few years, many investors have re-examined not only their investment assumptions, but…
The Starter Guide to Doctor Benefits: 401(k)s and Much More
Competitive benefits are necessary to attract top talent, and employers in the medical field understand…
The Importance of Asset Protection: Malpractice Lawsuits
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
Maximizing the Two-Fold Benefits of Your Charitable Donations
At year-end, many consider donations to charities but are not quite sure of the best…
Tax Diversification & Other Tax Tactics for Physicians
While your investments matter, one way to counter the uncertainty of financial planning is to…
The Beginner’s Guide to Investing for Doctors
You know the difference between “diverticulitis” and “diverticulosis.” You can react instantly and calmly when…
Understanding Bonds: Do They Belong in Your Portfolio?
Despite their importance in a diversified investment strategy, bonds remain one of the most misunderstood…
The Beginner’s Guide to Tax Planning for Doctors
When you’re a high-income earner with lots of expenses, like a doctor, tax season is…
From Piggy Banks to Portfolios
TEACHING YOUR CHILDREN TO MASTER MONEY As children grow and progress through formal education, they…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
What You Need To Know if You May Inherit an IRA
As baby boomers age into their 70’s and 80’s, it is estimated that over $84…
Cash Balance Plans in 2025
Most high-income professionals, including physicians, are on the lookout for ways to reduce taxes, protect…
Why Your Long-Term Financial Plan Must Be Flexible
The Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.”…
Sequence of Returns Risk
As investors age, they should consider the reallocation of their assets into increasingly conservative investments…
Are You Taking Advantage of Two Everyday Tax-Favored Assets?
Like everyone we have ever worked with, you likely want to reduce your taxes as…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
Retiring Well for Today’s Physician
How does a physician “retire well”? That answer, unsurprisingly, has been changing over time. Historically,…
LCOL, HCOL, and More: Understanding Low to Very High Cost of Living for Retirement Planning
You might not have realized it, but planning for retirement often requires adjusting to an…
The Beginner’s Guide to Permanent Life Insurance for Physicians
Part of securing your finances as a physician is to plan for your family’s future…
Volatility Returns, but the Bigger Picture Remains Intact